Talent.com
Client Services Associate

Client Services Associate

TradeJobsWorkforce75315 Dallas, TX, US
30+ days ago
Job type
  • Full-time
Job description

As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including : respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and resolve customer concerns. document customer interactions and update accounts. proactively generate new sales leads. learn full suite of products and services. work closely with warehouse to deal with order and shipping issues. work closely with Finance to provide billing and documentation. ability to work with customers in different time zones. prepare client quotes, proposals and presentations. maintain high level of accuracy and attention to detail. ability to multitask and meet deadlines. provide prompt customer feedback and issue resolution. submit timely activity reports. strong computer skills necessary; familiarity with MS Windows. demonstrated ability to fully understand our full suite of products and pricing. be constantly mindful of schedules and committed to delivering all projects on time. work with internal and external Project Managers to keep all deliverables moving down the pipeline on time. Duties and responsibilities can change depending on business needs.

Create a job alert for this search

Client Service Associate • 75315 Dallas, TX, US

Related jobs
Client Solutions Associate

Client Solutions Associate

ISCDallas, Texas, US
Full-time
VRGL is a fast-growing financial technology company transforming how wealth managers and institutions analyze, interpret, and act on investment data. Our platform combines cutting-edge AI with a cli...Show moreLast updated: 26 days ago
  • Promoted
U.S. Private Bank - Senior Client Service Associate

U.S. Private Bank - Senior Client Service Associate

JPMorgan ChasePlano, TX, US
Full-time
Senior Client Service Associate.If you are a collaborative team member, solutions orientated and delivers premier client service, J. As a Senior Client Service Associate within the U.Private Bank at...Show moreLast updated: 1 day ago
  • Promoted
  • New!
Wealth Management Client Associate

Wealth Management Client Associate

Bank of AmericaDallas, TX, US
Full-time
Merrill Wealth Management Client Service Support.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ...Show moreLast updated: 8 hours ago
  • Promoted
Registered Wealth Management Client Associate

Registered Wealth Management Client Associate

Bank of AmericaDallas, TX, US
Full-time
Financial Advisor Client Service Support.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and inst...Show moreLast updated: 30+ days ago
  • Promoted
Treasury Services Associate

Treasury Services Associate

Texas Capital BankDallas, TX, United States
Full-time
Texas Capital is built to help businesses and their leaders.Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly expe...Show moreLast updated: 1 day ago
  • Promoted
Dir Client Services

Dir Client Services

SedgwickIrving, TX, US
Full-time
By joining Sedgwick, you'll be part of something truly meaningful.It's what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your c...Show moreLast updated: 2 days ago
Associate, Client Accounting Services - Family Office

Associate, Client Accounting Services - Family Office

Baker Tilly Advisory Group, LPUSA, Texas, Frisco
Full-time
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U. New York, London, San Francisco, Los Angele...Show moreLast updated: 30+ days ago
Private Equity Client Service Analyst

Private Equity Client Service Analyst

LP AnalystDallas, TX, US
Full-time
Quick Apply
Company Overview LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutio...Show moreLast updated: 30+ days ago
  • Promoted
Senior Associate- Transaction Advisory Services (TAS)

Senior Associate- Transaction Advisory Services (TAS)

EisnerAmperDallas, TX, United States
Full-time
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show moreLast updated: 30+ days ago
  • Promoted
Client Services Associate

Client Services Associate

TradeJobsWorkforce76002 Arlington, TX, US
Full-time
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including : respond to customer inquiries via phone & in person.Finance to provide...Show moreLast updated: 30+ days ago
  • Promoted
Client Service Associate

Client Service Associate

ChasePlano, TX, US
Full-time
Step into the role of a Client Service Associate within our Commercial & Investment Bank and become an integral part of our clients' success stories. As the primary point of contact, you'll build st...Show moreLast updated: 30+ days ago
Associate, Client Success

Associate, Client Success

Baker Tilly Advisory Group, LPUSA, Texas, Frisco
Full-time
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U. New York, London, San Francisco, Los Angele...Show moreLast updated: 30+ days ago
  • Promoted
Client Services Representative

Client Services Representative

Ethos Risk ServicesDallas, TX, US
Full-time
Client Services Representative.Ethos Risk Services is a leading insurance claims investigation and medical management company committed to providing better data that translates into better decision...Show moreLast updated: 30+ days ago
  • Promoted
PWM Senior Registered Client Service Associate

PWM Senior Registered Client Service Associate

Morgan StanleyDallas, TX, US
Full-time
PWM Senior Registered Client Service Associate.PWM Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advi...Show moreLast updated: 21 days ago
Client Service Representative

Client Service Representative

SagoDallas, TX, US
Part-time
Quick Apply
SAGO is a global leader in market research and data solutions, committed to.The world is transforming, and SAGO is continuously reaching new heights, redefining our solutions beyond our clients' wi...Show moreLast updated: 2 days ago
  • Promoted
Associate, Client Accounting Services Not-for-Profit

Associate, Client Accounting Services Not-for-Profit

Baker TillyFrisco, TX, US
Full-time
At Baker Tilly, we invest in our people.We believe in continuous learning and development and have several programs to ensure the success of our people. As we continue to expand our not-for-profit p...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Payments-Kinexys Product Solutions-Associate

Payments-Kinexys Product Solutions-Associate

JPMorgan ChasePlano, TX, US
Full-time
Join our dynamic team where you play a crucial role in supporting sales, coordinating projects, and analyzing data to deliver impactful solutions. Collaborate closely with cross-functional teams to ...Show moreLast updated: 8 hours ago
  • Promoted
Client Success Associate

Client Success Associate

GartnerIrving, TX, US
Full-time
The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to understa...Show moreLast updated: 30+ days ago